Managers of Wealth

Northern Trust Upbeat On Global Economy Despite Troubles

At a press briefing in New York, Katie Nixon, the firm's chief investment officer for personal financial services, spelled out “windows of opportunity” for investors.

BMO Father's Day Study: Forget the Tie-Dad Wants To Be His Own Boss

According to Statistics Canada, 1.7 million Canadian men are self-employed in Canada - accounting for 65 per cent of total - 82 percent of men would like to start their own business - 83 per cent of Canadian men say having access to role models or mentors

Overseas, overtaxed, over here… by Gary Heynes, Baker Tilly

The government is intent on deterring ownership of high value properties, worth over £2 million, via companies (or any other ‘non-natural’ person), by taxing them more

Flight animals by Tim Price, PFP Wealth Management

“Since the disastrous failure of Icelandic bank Landsbanki in 2008, UK savers have been more nervous about holding money with overseas banks.

Philanthropy is not fundraising – it’s a way of life

By engaging in conversations, role playing and other interactive methods, Dr. Myers promises the conference participants will go deeper than they normally do when they discuss development and fundraising.

A crazy foreigner under the French sun

We had also spent lazy afternoons enviously looking at bargain property prices in estate agents’ windows, so we knew that our British pounds would buy a lot more house and land in rural France.

Firing Private Bankers Is Far More Difficult Than Clients Imagine

Structured notes, hedge funds, hedge fund of funds and other high risk investment products lack transparency and liquidity and are hard-to-value assets.

Blame it on Hormones: Men are the Cause of Today's Problems

I've written in the past about how hiring more women can reduce risk. Several studies have shown that women are more profitable investors, money managers and hedge fund managers, and they incur less risk in the process.

JPMorgan targets more British millionaires

A drive to attract more British millionaire clients marks a first phase of plans by JPMorgan (JPM.N) to expand its private banking services across Europe, the Middle East and Africa (EMEA), targeting clients who are rich if not yet in the "ultra rich

Expat Brits found to be happiest in Spain, Canada and Germany

Spain is the top expat destination for a happier life • Canada and Germany come in second and third • New Zealand highlighted as best country for quality of life • Tax-conscious expats enjoy financial happiness in UAE

Europe Needs Some Founding Fathers by Seven Investment Management

It is not controversial to propose that humans have come pretty far in the last 225 years.

Millionaires who don’t feel rich

Bloomberg had earlier reported that the city state had become the third richest country in the world on a per capita basis.

Higher growth in Switzerland

The economy has accelerated substantially in the past two quarters.

The Institutional Lite Fallacy by Phil Banas

While there is some truth in the assertion that the top end of the wealth continuum is increasingly looking for institutional-style performance analytics, it is a fallacy to see the needs of wealth managers as some kind of “institutional lite”

Global Trends Driving the Need for HR Transformation - PwC Research

Analysis uncovers global trends that have advanced the strategic role of human resources; Reveals common traits of organizations that successfully undergo transformation

'Curiouser and curiouser' by Justin A. Urquhart Stewart

Just like Alice in her glorious Wonderland, all is seemingly not quite what it seems. Certainly this appears to be the case when it comes to the economy.

Socially responsible investing not just for the wealthy

By launching your Investing with Impact Platform, you can change the world — literally.

The rise of Asia - why more global hedge funds, family offices chose Singapore

Over 50% of global foreign exchange reserves belong to Asian countries – but when will these assets be managed by Asians?

Paper Promises: Money, Debt and the New World Order

History can be seen as a long battle between creditors and debtors, and the financial crisis that erupted in 2006-2007 is just the latest skirmish.

Charity tax changes and other Budget U-turns by George Bull, Baker Tilly

The vast majority of honest charities and donors will hope that today’s announcement draws a line under this episode.

Comment & Analysis